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2,243 hedge funds and large institutions have $154B invested in Pfizer in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 859 increasing their positions, 864 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 282 | Existing positions closed: 59

10% more funds holding

Funds holding: 2,0402,243 (+203)

2% more capital invested

Capital invested by funds: $151B → $154B (+$3.3B)

0.43% more ownership

Funds ownership: 75.05%75.48% (+0.43%)

1% less repeat investments, than reductions

Existing positions increased: 859 | Existing positions reduced: 864

8% less funds holding in top 10

Funds holding in top 10: 177163 (-14)

27% less call options, than puts

Call options by funds: $937M | Put options by funds: $1.28B

Holders
2,243
Holders Change
+203
Holders Change %
+9.95%
% of All Funds
50.87%
Holding in Top 10
163
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.91%
% of All Funds
3.7%
New
282
Increased
859
Reduced
864
Closed
59
Calls
$937M
Puts
$1.28B
Net Calls
-$346M
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
V
501
Veritable
Delaware
$11.8M -$964K -28,284 -8%
Daiwa Securities Group
502
Daiwa Securities Group
Japan
$11.8M +$727K +21,320 +7%
CCT
503
Country Club Trust
Missouri
$11.8M -$478K -14,022 -4%
BDS
504
Banco de Sabadell
Florida
$11.7M +$11.6M +340,519 New
FGP
505
Foyston, Gordon, & Payne
Ontario, Canada
$11.6M +$374K +10,968 +3%
WTC
506
WhitTier Trust Company
Nevada
$11.6M +$769K +22,548 +7%
EWM
507
Edge Wealth Management
New York
$11.6M -$641K -18,792 -5%
Balyasny Asset Management
508
Balyasny Asset Management
Illinois
$11.6M +$7.87M +230,799 +219%
HAI
509
Hennessy Advisors Inc
California
$11.5M -$178K -5,218 -2%
JMFC
510
J.M. Forbes & Co
Massachusetts
$11.5M +$195K +5,732 +2%
AP
511
Archon Partners
New Jersey
$11.5M
OAM
512
Oxford Asset Management
United Kingdom
$11.5M -$364K -10,681 -3%
BC
513
Brinker Capital
Pennsylvania
$11.4M -$518K -15,198 -4%
WT
514
Washington Trust
Rhode Island
$11.4M +$852 +25 +0%
SAM
515
Strategy Asset Managers
California
$11.3M +$71.2K +2,089 +0.6%
KFC
516
Klingenstein Fields & Co
New York
$11.3M +$79.4K +2,329 +0.7%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$11.3M +$1.12M +32,756 +11%
LKIM
518
Lawson Kroeker Investment Management
Nebraska
$11.2M -$878K -25,745 -7%
PA
519
Profund Advisors
Maryland
$11.2M -$2.89M -84,754 -21%
CA
520
Cullinan Associates
Kentucky
$11.2M +$57.5K +1,686 +0.5%
NI
521
Numeric Investors
Massachusetts
$11.1M -$3.4M -99,708 -24%
BCM
522
Boltwood Capital Management
California
$11.1M -$50.3K -1,476 -0.5%
FBP
523
Flippin Bruce & Porter
Virginia
$11.1M -$198K -5,806 -2%
BBHC
524
Brown Brothers Harriman & Co
New York
$11.1M -$352K -10,312 -3%
WB
525
WesBanco Bank
West Virginia
$11.1M -$2.24M -65,625 -17%

PFE Hedge Fund Activity: Q4 2017 in Review

2,243 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2017, worth a combined $154B — up 2.2% from $151B a quarter earlier.

Buyers outnumbered sellers: 282 funds opened new PFE positions and 59 closed out — a net gain of 223 holders — while 859 added to existing stakes and 864 trimmed.

The largest buyer was BlackRock, adding an estimated $438M. The largest seller was Bank of America, cutting an estimated $590M.

  • 2,243 institutional investors held Pfizer (PFE) as of Q4 2017, up from 2,040 in Q3 2017.
  • Funds reported $154B of Pfizer stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 282 funds opened new Pfizer positions in Q4 2017 and 59 closed out, a net change of +223 holders.
  • The largest Pfizer buyer in Q4 2017 was BlackRock, an estimated $438M added.
  • The largest Pfizer seller in Q4 2017 was Bank of America, an estimated $590M sold.

Based on aggregated 13F filings for Q4 2017.